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Vanguard S&P 500 Growth ETF
VOOG

93 hedge funds and large institutions have $573M invested in Vanguard S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

3% more funds holding

Funds holding: 90 → 93 (+3)

1% less capital invested

Capital invested by funds: $576M → $573M (-$3.83M)

15.2% less ownership

Funds ownership: 218.25% → 203.04% (-15%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
9
Increased
35
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$8.86M
2
Bank of America
Bank of America
North Carolina
+$5.04M
3
Morgan Stanley
Morgan Stanley
New York
+$3.99M
4
CCP
Corient Capital Partners
California
+$1.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.86M

Top Sellers

1
LPL Financial
LPL Financial
California
-$20.5M
2
Wells Fargo
Wells Fargo
California
-$11.8M
3
NPC
National Planning Corporation
California
-$9.62M
4
EFS
Essex Financial Services
Connecticut
-$6.24M
5
CWM
Connecticut Wealth Management
Connecticut
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Cornerstone Wealth Management
Missouri
$388K +$49.7K +2,358 +15%
SI
52
Stephens Inc
Arkansas
$345K – – –
Vanguard Group
53
Vanguard Group
Pennsylvania
$345K +$338K +16,056 New
NPC
54
National Planning Corporation
California
$339K -$9.62M -456,468 -97%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328K +$1.14K +54 +0.4%
CAM
56
Crestone Asset Management
Colorado
$327K – – –
CAN
57
Cetera Advisor Networks
California
$314K -$1.01K -48 -0.3%
HighTower Advisors
58
HighTower Advisors
Illinois
$307K – – –
B
59
BancorpSouth
Mississippi
$304K – – –
FA
60
FCG Advisors
New Jersey
$300K -$442K -20,958 -60%
Goldman Sachs
61
Goldman Sachs
New York
$296K -$50.6K -2,400 -15%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$295K +$29K +1,374 +11%
ONB
63
Old National Bancorp
Indiana
$290K -$62.2K -2,952 -18%
SWP
64
Stratos Wealth Partners
Ohio
$289K -$44.5K -2,112 -14%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$271K +$85.3K +4,050 +47%
Citigroup
66
Citigroup
New York
$269K +$5.06K +240 +2%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$259K +$255K +12,102 New
CIC
68
Carnegie Investment Counsel
Ohio
$251K – – –
WPP
69
Whalerock Point Partners
Rhode Island
$247K – – –
AWM
70
AE Wealth Management
Kansas
$244K +$240K +11,370 New
GS
71
Girard Securities
California
$231K +$885 +42 +0.4%
SAM
72
Smithbridge Asset Management
Pennsylvania
$230K +$226K +10,710 New
SVCP
73
Silicon Valley Capital Partners
California
$215K +$759 +36 +0.4%
BlackRock
74
BlackRock
New York
$183K -$14.9K -708 -8%
PA
75
Parallel Advisors
California
$126K – – –
1 2
3
4

VOOG Hedge Fund Activity: Q3 2017 in Review

93 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Growth ETF (VOOG) for Q3 2017, worth a combined $573M — down 0.67% from $576M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VOOG positions and 5 closed out — a net gain of 4 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.86M. The largest seller was LPL Financial, cutting an estimated $20.5M.

  • 93 institutional investors held Vanguard S&P 500 Growth ETF (VOOG) as of Q3 2017, up from 90 in Q2 2017.
  • Funds reported $573M of Vanguard S&P 500 Growth ETF stock for Q3 2017, down 0.67% quarter-over-quarter.
  • 9 funds opened new Vanguard S&P 500 Growth ETF positions in Q3 2017 and 5 closed out, a net change of +4 holders.
  • The largest Vanguard S&P 500 Growth ETF buyer in Q3 2017 was Ameriprise, an estimated $8.86M added.
  • The largest Vanguard S&P 500 Growth ETF seller in Q3 2017 was LPL Financial, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2017.